WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 303 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,643,226 | -3.0% | 64,532 | -0.4% | 0.00% | 0.0% |
| Q2 2023 | $2,724,354 | +15.2% | 64,788 | +12.3% | 0.00% | 0.0% |
| Q1 2023 | $2,364,404 | -28.6% | 57,697 | -28.4% | 0.00% | -33.3% |
| Q4 2022 | $3,313,084 | +152.1% | 80,527 | +130.8% | 0.01% | +200.0% |
| Q3 2022 | $1,314,000 | +107.3% | 34,885 | +116.2% | 0.00% | +100.0% |
| Q2 2022 | $634,000 | +71.8% | 16,138 | +94.0% | 0.00% | 0.0% |
| Q1 2022 | $369,000 | +32.7% | 8,317 | +32.5% | 0.00% | – |
| Q4 2021 | $278,000 | -7.0% | 6,276 | -12.9% | 0.00% | – |
| Q3 2021 | $299,000 | +48.0% | 7,204 | +49.6% | 0.00% | – |
| Q2 2021 | $202,000 | +112.6% | 4,817 | +104.6% | 0.00% | – |
| Q1 2021 | $95,000 | -26.4% | 2,354 | -36.6% | 0.00% | – |
| Q4 2020 | $129,000 | – | 3,711 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 314,888 | $12,897,820 | 9.22% |
| Financial Planning & Information Services, Inc. | 1,101,183 | $45,104,439 | 8.40% |
| Coulter & Justus Financial Services, LLC | 218,411 | $8,946,112 | 6.51% |
| INVENIO WEALTH PARTNERS LLC | 155,109 | $6,353,265 | 5.78% |
| IAG Wealth Partners, LLC | 489,615 | $20,054,653 | 5.59% |
| Linscomb & Williams, Inc. | 1,994,714 | $81,703,473 | 4.78% |
| Team Financial Group, LLC | 104,962 | $4,299,253 | 3.55% |
| Marion Wealth Management | 238,136 | $9,754,064 | 3.44% |
| Private Wealth Strategies, L.L.C. | 260,518 | $10,670,804 | 2.66% |
| Soltis Investment Advisors LLC | 440,067 | $18,025,147 | 2.32% |